AW
APRIO WEALTH MANAGEMENT, LLC
SEC RegisteredATLANTA, GAhttps://wealth.aprio.com404-892-9651
Assets Under Management
$1B–$5B
Employees
55
Office Locations
12 offices
Total Accounts
5258
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 882 | $247M |
| High Net Worth Individuals | 710 | $3.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 78 | $163M |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Keith M Greenwald
MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER
Llc Aprio Capital Partners
MANAGING MEMBER
Llc Aprio Holdings
MEMBER
Office locations
12 offices in 10 states
GA
ATLANTAHQ
CA
CHULA VISTA
FL
NEWBERRY
NC
MATTHEWS
MD
ROCKVILLE
NJ
FAIRFIELD
ID
BOISE
NY
NEW YORK
TN
NASHVILLE
CO
DENVER
Advisors at this firm
11 advisors in the directory
Raine A Ayers
Investment Adviser Representative
John Andrew Bly
Investment Adviser Representative
Amanda Louise Brown
Investment Adviser Representative
Angela Marie Chaney
Investment Adviser Representative
Marci Jo Kerr
Investment Adviser Representative
Hayden McConnell
Investment Adviser Representative
Kyle Robert Omery
Investment Adviser Representative
Srbo Nmn Radisavljevic
Investment Adviser Representative
Randy A Schaller
Investment Adviser Representative
Phillipe Alexander Toupin
Investment Adviser Representative
Adam Mitchell Venokur
Investment Adviser Representative
Regulatory & compliance
CRD number
#127333
SEC Number
801-63326
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $250,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| Assets $0 - $250,000 | 0.00% |
| Assets $250,001 to $2,499,999 | 1.00% |
| Assets $2,500,000 to $4,999,999 | 0.75% |
| Assets $5,000,000 to $9,999,999 | 0.50% |
| Assets > $10 million | 0.00% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
wealth.aprio.comPhone
404-892-9651Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APRIO WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.